CIK: 0001800513
申告総資産額
$6.6億
上位200銘柄を表示中（全924銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.63% | -0.12% | +6.53% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.31% | -0.23% | +6.58% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 5.75% | -0.03% | +10.86% | |
| 4 | ABT | Abbott Laboratories | 株式-ヘルスケア | 4.18% | -0.42% | +10.17% | |
| 5 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 3.81% | -0.05% | +1.64% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.73% | -0.05% | +0.99% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.39% | -0.10% | -0.64% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.14% | -0.11% | -0.44% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.14% | -0.16% | +0.43% | |
| 10 | BAX | Baxter International INC | 株式-ヘルスケア | 3.05% | -0.04% | +4.01% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.95% | — | -0.64% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.49% | -0.04% | +2.35% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.31% | -0.03% | -1.78% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 2.25% | — | +10.37% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.24% | -0.05% | +23.85% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.20% | -0.06% | -15.03% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.65% | -0.13% | +2.61% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.62% | — | +1.62% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.15% | +2.14% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.10% | — | +0.87% | |
| 21 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.09% | — | -2.15% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.04% | — | -0.42% | |
| 23 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.93% | — | +2.04% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.88% | -0.03% | +7.05% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.87% | — | +3.00% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.80% | — | +3.58% | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.75% | — | +2.15% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.74% | — | +24.59% | |
| 29 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.74% | — | +2.20% | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.72% | — | -0.33% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.67% | — | — | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.55% | — | +1.68% | |
| 33 | ✓ | Indexiq ETF Tr | ETF-大型株・グロース | 0.53% | — | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | — | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.43% | — | +3.57% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.40% | — | -2.37% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | -0.04% | |
| 38 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.39% | — | -19.30% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.38% | — | -0.01% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | — | -1.12% | |
| 41 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.37% | — | +0.03% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.37% | — | +0.08% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +1.74% | |
| 44 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-その他 | 0.34% | — | +34.72% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.33% | — | +7.59% | |
| 46 | F | Ford Motor Co | 株式-一般消費財 | 0.32% | — | +1.87% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.30% | — | +3.42% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.30% | — | +0.51% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.30% | — | +1.61% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | -0.03% | +0.34% |